Justin joined the team in 2020 as a Junior Advisor. He has since progressed within the firm, earning promotions to Global Portfolio Analyst in April 2021 and Investment Manager in April 2025. Justin brings over a decade of experience in the financial services industry, beginning his career in 2013. Prior to joining Bluespring Wealth Management, he held a variety of investment management and operations roles at Merrill Lynch and Charles Schwab.
Justin holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. He earned a Master’s degree in Financial Analysis & Investment Management from St. Mary’s College of California and a Bachelor’s degree in Business Administration, with an emphasis in Financial Services, from San Diego State University.
Justin resides in Walnut Creek. In his free time, he enjoys traveling and staying active through cycling, playing baseball, and officiating college baseball.